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Schwab Fundamental US Small Company Index ETF

373 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
47
Increased
161
Reduced
89
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
251
Park Avenue Securities
New York
$201K -$15.5K -544 -7%
SW
252
Simplicity Wealth
New Jersey
$201K +$201K +7,048 New
BFG
253
Bleakley Financial Group
New Jersey
$201K +$201K +7,048 New
RTL
254
Red Tortoise LLC
Georgia
$190K -$47.2K -1,656 -20%
HR
255
Howe & Rusling
New York
$176K +$10.2K +356 +6%
Wells Fargo
256
Wells Fargo
California
$163K -$36.4K -1,276 -18%
William Blair & Company
257
William Blair & Company
Illinois
$161K -$18.7K -656 -10%
MA
258
MCF Advisors
Kentucky
$157K
US Bancorp
259
US Bancorp
Minnesota
$143K
ST
260
Smithfield Trust
Pennsylvania
$135K
AF
261
Allworth Financial
California
$134K +$11.6K +408 +10%
TCM
262
TD Capital Management
Tennessee
$132K +$342 +12 +0.3%
AWM
263
Abound Wealth Management
Tennessee
$125K
VNA
264
Valley National Advisers
Pennsylvania
$123K -$852 -30 -0.7%
UB
265
UMB Bank
Missouri
$116K +$61.6K +2,160 +114%
DFA
266
DHJJ Financial Advisors
Illinois
$115K -$9.07K -318 -7%
JHCP
267
Jackson Hole Capital Partners
Oklahoma
$108K -$30.2K -1,058 -22%
FRA
268
Front Row Advisors
California
$99.2K
RG
269
Retirement Group
California
$90.7K
AWM
270
Avior Wealth Management
Nebraska
$89.8K +$89.8K +3,150 New
PMFA
271
Plante Moran Financial Advisors
Michigan
$87.3K -$24.1K -846 -22%
AT
272
Arlington Trust
Alabama
$83.5K
BAM
273
Bellevue Asset Management
Washington
$79.1K +$64.5K +2,262 +444%
Simplex Trading
274
Simplex Trading
Illinois
$67K +$67K +2,384 New
NCM
275
Northwest Capital Management
Oregon
$63.6K